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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 2545
    S3 Capital Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  2. 2547
    Braidwell LPStamford, CT · 13 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  3. 2549
    Ulrich Investment ConsultantsAlbuquerque, NM · 301 clientsAsset manager
    Schwab 73%BOK Financial 27%
    $3.6B
  4. 2550
    Palladium Equity Partners Advisor, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  5. 2551
    Axar Capital Management LPNew York, NY · 25 clientsPrivate fund adviser
    BNY 48%Fifth Third Bank 31%
    $3.6B
  6. 2552
    CM Wealth Advisors LLCBeachwood, OH · 244 clientsWealth manager
    BNY 94%
    $3.6B
  7. 2553
    SAX Wealth Advisors, LLCParsippany, NJ · 1,655 clientsWealth manager
    Fidelity 55%Schwab 45%
    $3.6B
  8. 2554
    EhlersMinneapolis, MN · 300 clientsAsset manager
    Pershing 73%U.S. Bancorp Investments 27%
    $3.6B
  9. 2556
    Retirement Planners of AmericaPlano, TX · 5,657 clientsWealth managerWrap sponsor
    Pershing 100%
    $3.6B
  10. 2557
    The Burney CompanyReston, VA · 1,926 clientsWealth manager
    Schwab 100%
    $3.6B
  11. 2558
    Courier Capital, LLCBuffalo, NY · 2,212 clientsWealth managerBank-affiliated
    Schwab 100%
    $3.6B
  12. 2561
    Venturi Private WealthBoise, ID · 720 clientsWealth manager
    Fidelity 100%
    $3.6B
  13. 2562
    Sigfig Wealth Management LLCSan Francisco, CA · 106,361 clientsWealth manager
    Wells Fargo 83%
    $3.6B
  14. 2563
    Abacus Wealth PartnersSanta Monica, CA · 1,574 clientsWealth manager
    Schwab 100%
    $3.6B
  15. 2564
    Calydon Capital, LLCMemphis, TN · 297 clientsWealth manager
    Fidelity 74%Schwab 26%
    $3.6B
  16. 2565
    SPF Investment Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  17. 2566
    Marble BAR Asset Management LLPLondon, United Kingdom · 22 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  18. 2567
    MPM BioimpactBoston, MA · 23 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  19. 2568
    ElephantBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  20. 2570
    Cressey & Company LPChicago, IL · 12 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  21. 2572
    Anthelion Capital Partners LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  22. 2573
    Steele Capital Management, Inc.Dubuque, IA · 1,644 clientsWealth manager
    Schwab 100%
    $3.5B
  23. 2574
    Quad-C Management, Inc.Charlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  24. 2575
    FIL Investment Advisors (UK) LTD.Tadworth, Surrey, United Kingdom · 7 clientsAsset manager
    No custodian reported
    $3.5B
  25. 2576
    Eterna Growth PartnersBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  26. 2577
    Liberty Strategic CapitalWashington, DC · 3 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  27. 2582
    Burkehill Global Management, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  28. 2583
    Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clientsWealth manager
    Schwab 87%
    $3.5B
  29. 2584
    Mill Point Capital LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  30. 2585
    Breakwall Investment Advisor LLCPort Washington, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  31. 2586
    Pathlight CapitalBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  32. 2587
    Greenwich Wealth Management, LLCGreenwich, CT · 625 clientsWealth manager
    Interactive Brokers 100%
    $3.5B
  33. 2588
    Deer Park Road Management Company, LPSteamboat Springs, CO · 13 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  34. 2589
    Bryn Mawr Trust Advisors, LLCPhiladelphia, PA · 1,409 clientsWealth managerBank-affiliated
    Schwab 55%Fidelity 45%
    $3.5B
  35. 2591
    UG Investment Advisers LTD.Taipei, Taiwan, Republic of China · 2 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  36. 2593
    Andros Capital Partners LLCHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  37. 2594
    Stellus Capital Management, LLCHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  38. 2595
    Foundry Group, LLCBoulder, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  39. 2596
    Global Forest Partners LPLebanon, NH · 19 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  40. 2600
    1607 Capital Partners, LLCRichmond, VA · 13 clientsAsset manager
    The Bank of NY Mellon 74%
    $3.5B

RIAs by state